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Bank of America
BAC

Overview Fund Activity

3,169 hedge funds and large institutions have $227B invested in Bank of America in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 1,287 increasing their positions, 1,356 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-61
Holders Change %
-1.89%
% of All Funds
43.04%
Holding in Top 10
108
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-13.6%
% of All Funds
1.47%
New
166
Increased
1,287
Reduced
1,356
Closed
169
Calls
$4.26B
Puts
$6.33B
Net Calls
-$2.07B
Net Calls Change
+$1.24B

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$1.1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1B
3
Capital World Investors
Capital World Investors
California
+$943M
4
Citigroup
Citigroup
New York
+$853M
5
Deutsche Bank
Deutsche Bank
Germany
+$624M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.03B
2
UBS AM
UBS AM
Illinois
-$1.64B
3
Morgan Stanley
Morgan Stanley
New York
-$750M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$733M
5
Citadel Advisors
Citadel Advisors
Florida
-$705M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
1376
Trivium Point Advisory
Connecticut
$1.64M +$81.3K +1,949 +5%
MBI
1377
May Barnhard Investments
Maryland
$1.64M -$250 -6 -0%
CIG
1378
Cullen Investment Group
Louisiana
$1.63M -$2.71K -65 -0.2%
GCM
1379
Generation Capital Management
New York
$1.63M -$50.6K -1,213 -3%
AWM
1380
Angeles Wealth Management
California
$1.63M -$11K -263 -0.7%
AO
1381
Advisor OS
Illinois
$1.63M -$47.4K -1,137 -3%
LFA
1382
Legacy Financial Advisors
Kentucky
$1.62M -$14.8K -354 -0.9%
AB
1383
Atlas Brown
Kentucky
$1.62M +$12.9K +308 +0.8%
BLC
1384
Brown, Lisle/Cummings
Rhode Island
$1.62M +$10.7K +256 +0.7%
EFG
1385
Everhart Financial Group
Ohio
$1.62M +$72K +1,726 +5%
M1FG
1386
Mach-1 Financial Group
Arkansas
$1.62M +$1.35M +32,377 +511%
EMCIP
1387
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.61M -$77.8K -1,296 -5%
PCM
1388
Princeton Capital Management
New Jersey
$1.61M +$64.8K +1,553 +4%
NC
1389
NBW Capital
Massachusetts
$1.61M -$10.7K -257 -0.7%
PH
1390
Pinnacle Holdings
Oklahoma
$1.61M – – –
IAS
1391
IMA Advisory Services
Colorado
$1.6M – – –
AEPWM
1392
Atlantic Edge Private Wealth Management
Florida
$1.6M -$10.4K -249 -0.6%
BIG
1393
Brooklyn Investment Group
New York
$1.6M +$217K +5,211 +16%
MA
1394
MONECO Advisors
Connecticut
$1.6M +$37K +887 +2%
QWP
1395
Quotient Wealth Partners
Texas
$1.6M -$9.81K -235 -0.6%
BWG
1396
Boomfish Wealth Group
Georgia
$1.6M +$32.9K +788 +2%
BIM
1397
Bridges Investment Management
Nebraska
$1.6M -$108K -2,598 -6%
CUAMC
1398
China Universal Asset Management Company
China
$1.59M +$146K +3,495 +10%
MW
1399
Marcum Wealth
Ohio
$1.59M -$12.3K -295 -0.8%
EPIME
1400
Evelyn Partners Investment Management (Europe)
$1.58M +$1.58M +1,050 New
54 55
56
57 58